Oakmanor Accountancy takes the protection of your privacy very seriously. We will
only use your personal information to deliver the services you have requested from
us, and to meet our legal responsibilities as stated by H M Revenue & Customs and
Companies House.
How do we collect information from you?
We obtain information about you when you engage us to deliver our services and
when you use our website, for example, when you contact us about our services.
Website usage information is collected using cookies.
When submitting forms on our website we use a third-party software provider for
automated data collection and processing purposes, they will not use your data for
any other purposes and will only hold the data in line with our policy on data
retention.
Cookies are text files put on your computer to collect standard internet log
information and visitor behaviour information. This information is then used to track
visitor use of the website and to create statistical reports on website activity. For
more information visit
www.aboutcookies.org
or
www.allaboutcookies.org
.
You can set your browser not to accept cookies and the above websites tell you how
to remove cookies from your browser. Please note in a few cases some of our
website features may not function because of this.
We use Google Analytics to store information about visitors use of our website so
that we may make improvements and give visitors a better user experience.
We use LinkedIn, Facebook and Twitter advertising services and as such there are
tracking codes installed on our website so that we can manage the effectiveness of
these campaigns. We do not store any personal data within this type of tracking.
What type of information do we collect from you?
The personal information we collect from you will vary depending on which services
you engage us to deliver. The personal information we collect might include your
name, address, telephone number, email address, your Unique Tax Reference
(UTR) number, your National Insurance number, bank account details, your IP
address, which pages you may have visited on our website and when you accessed
them.
How is your information used?
In general terms, and depending on which services you engage us to deliver, as part
of providing our agreed services we may use your information to:
- contact you by post, email or telephone
- verify your identity where this is required
- understand your needs and how they may be met
- maintain our records in accordance with applicable legal and regulatory
obligations
- process financial transactions
- prevent and detect crime, fraud or corruption
We are required by legislation, other regulatory requirements and our insurers to
retain your data where we have ceased to act for you. The period of retention
required varies with the applicable legislation but is typically five or six years. To
ensure compliance with all such requirements it is the policy of the firm to retain all
data for a period of seven years from the end of the period concerned for ongoing
relationships, but only six years in all other cases after we have ceased to act.
Lawful basis
There has to be a lawful basis for us to hold and process your information. This will
fall under one or more of the following categories:
Consent – we have been given clear consent by you to process your
information for a specific purpose
Contract – the processing is necessary for a contract we have with you, or
because we have been asked to take steps before entering into a contract
Legal obligation – the processing is necessary for you to comply with the law
Vital interests – the processing is necessary to protect someone
Public task – the processing is necessary for you to perform a task in the
public interest or for your official functions, and the task or function has a clear
basis in law
Legitimate interests – the processing is necessary for your legitimate interests
or the legitimate interests of a third party unless there is a good reason to
protect the individual’s personal data which overrides those legitimate
interests.
Who has access to your information?
We will not sell or rent your information to third parties.
We will not share your information with third parties for marketing purposes.
Any staff with access to your information have a duty of confidentiality under the
ethical standards that this firm is required to follow.
Third Party Service Providers working on our behalf
We may pass your information to our third-party service providers, agents,
subcontractors and other associated organisations for the purposes of completing
tasks and providing services to you on our behalf, for example auto-enrolment
advice. However, when we use third party service providers, we will obtain your
authority first and disclose only the personal information that is necessary to deliver
the service and we have a contract in place that requires them to keep your
information secure and not to use it for their own purposes.
Please be assured that we will not release your information to third parties unless
you have requested that we do so, or we are required to do so by law, for example,
by a court order or for the purposes of prevention and detection of crime, fraud or
corruption.
How you can access and update your information
Keeping your information up to date and accurate is important to us. We commit to
regularly review and correct where necessary, the information that we hold about
you. If any of your information changes, please email or write to us, or call us using
the ‘Contact information’ noted below.
You have the right to ask for a copy of the information Oakmanor Accountancy holds
about you. There is normally no charge for providing this information but repetitive or
excessive requests will be subject to a fee.
Security precautions in place to protect the loss, misuse or alteration of your
information
Whilst we strive to protect your personal information, we cannot guarantee the
security of any information you transmit to us, and you do so at your own risk.
Once we receive your information, we make our best effort to ensure its security on
our systems. Where we have given, or where you have chosen, a password which
enables you to access information, you are responsible for keeping this password
confidential. We ask you not to share your password with anyone.
Your data will usually be processed in our offices in the UK. However, to allow us to
operate efficient digital processes, we sometimes need to store information in
servers located outside the UK, but within the European Economic Area (EEA). We
take the security of your data seriously and so all our systems have appropriate
security in place that complies with all applicable legislative and regulatory
requirements.
Your choices
We may occasionally contact you with details of any changes in legal and regulatory
requirements or other developments that may be relevant to your affairs and, where
applicable, how we may assist you further. If you do not wish to receive such
information from us, please let us know by contacting us as indicated under ‘Contact
information’ below.
authority first and disclose only the personal information that is necessary to deliver
the service and we have a contract in place that requires them to keep your
information secure and not to use it for their own purposes.
Please be assured that we will not release your information to third parties unless
you have requested that we do so, or we are required to do so by law, for example,
by a court order or for the purposes of prevention and detection of crime, fraud or
corruption.
Your rights
Access to your information:
You have the right to request a copy of the personal
information about you that we hold.
Correcting your information:
We want to make sure that your personal information
is accurate, complete and up to date and you may ask us to correct any personal
information about you that you believe does not meet these standards.
Deletion of your information:
You have the right to ask us to delete personal
information about you where:
- you consider that we no longer require the information for the purposes for
which it was obtained
- you have validly objected to our use of your personal information – see
‘Objecting to how we may use your information’ below
- our use of your personal information is contrary to law or our other legal
obligations
-we are using your information with your consent and you have withdrawn your
consent – see ‘withdrawing consent to use your information’ below.
Restricting how we may use your information: In some cases, you may ask us to
restrict how we use your personal information. This right might apply, for example,
where we are checking the accuracy of personal information about you that we hold
or assessing the validity of any objection you have made to our use of your
information. The right might also apply where there is no longer a basis for using
your personal information but you do not want us to delete the data. Where this right
is validly exercised, we may only use the relevant personal information with your
consent, for legal claims or where there are other public interest grounds to do so.
Objecting to how we may use your information: Where we use your personal
information to perform tasks carried out in the public interest then, if you ask us to,
we will stop using that personal information unless there are overriding legitimate
grounds to continue. You have the right at any time to require us to stop using your
personal information for direct marketing purposes.
Withdrawing consent to use your information: Where we use your personal
information with your consent you may withdraw that consent at any time and we will
stop using your personal information for the purpose(s) for which consent was
given.
Please contact us in any of the ways set out in ‘Contact information’ below if you
wish to exercise any of these rights.
Changes to our privacy notice
We keep this privacy notice under regular review and will place any updates on our
website. Paper copies of the privacy notice may also be obtained from our offices.
This privacy notice was last updated on 9 April 2021.
Contact information
Data Protection Officer
Oakmanor Accountancy,
46 Silverburn Drive
Oakwood
Derby
DE21 2JJ
Tel : 01332 680540
Email :
enquiries@oakmanoraccountancy.com
Complaints
We seek to resolve directly all complaints about how we handle your personal
information but you also have the right to lodge a complaint with the Information
Commissioner’s Office at
Information Commissioner’s Office
Wycliffe House, Water Lane,
Wilmslow,
Cheshire
SK9 5AF
Telephone – 0303 123 1113 (local rate) or 01625 545 745
Website:
https://ico.org.uk/concerns
